ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

SageView Advisory Group, LLC's Holding History (CIK: 0001914558)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 11,978 Value ($000) $1,781 Avg Close — Range —
Q3 2025
Shares 12,119 Value ($000) $1,765 Avg Close — Range —
Q2 2025
Shares 12,178 Value ($000) $1,696 Avg Close — Range —
Q1 2025
Shares 12,410 Value ($000) $1,514 Avg Close — Range —
Q4 2024
Shares 13,968 Value ($000) $1,797 Avg Close — Range —
Q3 2024
Shares 10,576 Value ($000) $1,329 Avg Close — Range —
Q2 2024
Shares 13,310 Value ($000) $1,581 Avg Close — Range —
Q1 2024
Shares 70,384 Value ($000) $4,776 Avg Close — Range —
Q4 2023
Shares 13,335 Value ($000) $1,442 Avg Close — Range —
Q3 2023
Shares 6,727 Value ($000) $634 Avg Close — Range —
Q2 2023
Shares 16,338 Value ($000) $1,599 Avg Close — Range —
Q1 2023
Shares 16,508 Value ($000) $1,495 Avg Close — Range —
Q4 2022
Shares 8,845 Value ($000) $750 Avg Close — Range —